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Krispy Kreme, Inc. (DNUT)

USD3.34 +0.01 (+0.30%)
US NASDAQ Consumer Defensive Grocery Stores
Address 2116 Hawkins Street 28203
Charlotte, NC, US
CEO Joshua Charlesworth
IPO 2021-07-01
CIK 1857154 ISIN US50101L1061

Explore sections of this company profile

Also trades on NASDAQ Global Select · DNUT (USD) New York Stock Exchange · KKD (USD)
Description

Krispy Kreme, Inc., operating alongside its various subsidiaries, focuses on creating and distributing distinctive doughnut experiences through a comprehensive omni-channel business model. Its operations are structured across three primary divisions: U.S. and Canada, International markets, and Market Development. Beyond its signature doughnuts, the company also offers a diverse array of other sweet treats, including cookies, brownies, ice cream, and various cookie-based confections, often accompanied by cold milk. Additionally, it provides doughnut mixes, other ingredients, and even equipment for doughnut production. By early 2022 (specifically January 2), Krispy Kreme boasted a global presence of 1,810 branded outlets (Krispy Kreme and Insomnia Cookies) spanning approximately 30 countries. Of these, 971 were company-owned locations and 839 were managed by franchisees. Its comprehensive distribution strategy involves sales through these retail shops, a "delivered fresh daily" model, e-commerce platforms, and direct delivery services. Established in 1937, Krispy Kreme, Inc. maintains its headquarters in Charlotte, North Carolina. The organization underwent a name change in May 2021, transitioning from its former identity, Krispy Kreme Doughnuts, Inc., to its current designation.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD3.34 +0.01 (+0.30%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
1.27
Float Shares
89.52M
Free Float %
52.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.96% -18.61% -1.20% +9.70% -18.61% -18.41% +6.15% -78.26% -84.38% -84.38% -84.38%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (11 ratings, all time) Buy
Price Targets & DCF
Current price
3.34
Low 3.00 -10.2%
Consensus 4.50 +34.7%
Median 4.50 +34.7%
High 6.00 +79.6%
Ratings Trend (MoM) 29% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 3 0
Sell 1 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
6.00
+79.6%
Last Year 2
4.50
+34.7%
All Time 11
14.55
+335.6%
Quality scores
Altman Z-Score
-0.42
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Grocery Stores: +6.0%
    -8.6% Q1'26: -2.2% (vs Q1'25)
  • EPS growth Grocery Stores: +8.6%
    -17,083.2% Q1'26: +35.0% (vs Q1'25)
  • FCF margin FCF growth · Grocery Stores: +22.1%
    -32.1% Q1'26: +3.2% (vs Q1'25)
  • EBIT margin Grocery Stores: +4.2%
    -31.5% Q1'26: -2.8% (vs Q1'25)
  • ROIC Grocery Stores: +9.0%
    -22.3% Q1'26: -4.2% (vs Q1'25)
  • Share dilution Grocery Stores: +0.1%
    -0.3% Q1'26: +1.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Grocery Stores: 0.58×
    -4.17× Q1'26: 5.13× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.32) × ERP
WACC = 30% × Ke + 70% × Kd (4.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 3.34
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
2 EPS Ana.
Dec 2027
4 Rev. Ana.
3 EPS Ana.
Dec 2028
3 Rev. Ana.
1 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
1.38B
est: 1.37B (+0.7%)
1.53B
est: 1.52B (+0.7%)
1.69B
est: 1.74B (-3.1%)
1.67B
est: 1.67B (-0.5%)
1.52B
est: 1.52B (+0.1%)
1.40B
1.36B – 1.43B
-8.1% YoY
1.39B
1.09B – 1.56B
-1.0% YoY
1.62B
1.62B – 1.62B
+16.8% YoY
1.99B
1.80B – 2.20B
+22.9% YoY
2.14B
1.94B – 2.37B
+7.7% YoY
EBITDA
140.52M
est: 130.64M (+7.6%)
136.20M
est: 147.18M (-7.5%)
135.24M
est: 60.70M (+122.8%)
213.43M
est: 58.41M (+265.4%)
-341.73M
est: 53.08M (-743.8%)
48.80M
47.41M – 49.85M
-8.1% YoY
48.33M
37.90M – 54.52M
-1.0% YoY
56.44M
56.38M – 56.49M
+16.8% YoY
69.36M
62.96M – 76.80M
+22.9% YoY
74.74M
67.84M – 82.75M
+7.7% YoY
EBIT
38.91M
est: 28.40M (+37.0%)
25.94M
est: 47.00M (-44.8%)
9.35M
est: -75.13M (+112.4%)
79.84M
est: -72.29M (+210.4%)
-478.80M
est: -65.70M (-628.8%)
-60.40M
-61.69M – -58.67M
+8.1% YoY
-59.82M
-67.48M – -46.91M
+1.0% YoY
-69.85M
-69.91M – -69.78M
-16.8% YoY
-85.85M
-95.05M – -77.93M
-22.9% YoY
-92.50M
-102.41M – -83.96M
-7.7% YoY
Net Income
-24.51M
est: 67.34M (-136.4%)
-15.62M
est: -15.85M (+1.5%)
-37.93M
est: -51.87M (+26.9%)
3.10M
est: 33.62M (-90.8%)
-515.77M
est: -28.82M (-1,689.9%)
-5.89M
-19.65M – 7.86M
+79.5% YoY
4.54M
-2.02M – 11.09M
+177.0% YoY
-9.03M
-10.19M – -7.87M
-299.1% YoY
-3.42M
-3.89M – -3.01M
+62.2% YoY
8.55M
7.52M – 9.74M
+350.0% YoY
SGA
261.88M
est: 257.38M (+1.7%)
265.76M
est: 286.04M (-7.1%)
312.74M
est: 320.80M (-2.5%)
325.41M
est: 308.68M (+5.4%)
271.34M
est: 280.52M (-3.3%)
257.90M
250.53M – 263.43M
-8.1% YoY
255.43M
200.29M – 288.12M
-1.0% YoY
298.24M
297.96M – 298.52M
+16.8% YoY
366.57M
332.75M – 405.85M
+22.9% YoY
394.97M
358.53M – 437.29M
+7.7% YoY
EPS
-0.16
est: 0.39 (-140.7%)
-0.10
est: 0.28 (-135.3%)
-0.23
est: -0.31 (+25.2%)
0.02
est: 0.20 (-90.9%)
-3.04
est: -0.17 (-1,703.2%)
-0.05
-0.11 – 0.05
+72.7% YoY
0.03
-0.01 – 0.06
+164.2% YoY
-0.05
-0.06 – -0.05
-277.5% YoY
-0.02
-0.02 – -0.02
+61.8% YoY
0.05
0.04 – 0.06
+350.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-06 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-05 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-04 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-01 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-30 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-29 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-28 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-27 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-24 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-49.70M
OE per share TTM
-0.29
Owner's Yield
-7.94%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
52.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
33
Total invested
28.25M
Insider transactions (90d)
1
Beneficial owners (>5%)
22
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Agnaten SE 69.88M 41.80% 69.88M 10.00 HC Luxembourg 2021-08-31
2 JAB Holding Company S.à r.l. 69.88M 41.80% 69.88M 10.00 HC Luxembourg 2021-08-31
3 JAB Holdings B.V. 69.88M 41.80% 69.88M 10.00 HC Netherlands 2021-08-31
4 JAB Investments s.à r.l. 69.88M 41.80% 69.88M 10.00 HC Luxembourg 2021-08-31
5 Joh. A. Benckiser B.V. 69.88M 41.80% 69.88M 10.00 HC Netherlands 2021-08-31
6 Lucresca SE 69.88M 41.80% 69.88M 10.00 HC Luxembourg 2021-08-31
7 JAB Indulgence 62.14M 38.00% 62.14M 10.00 HC Netherlands 2021-07-16
8 JAB Indulgence B.V. 62.14M 37.20% 62.14M 10.00 HC Netherlands 2021-08-31
9 BNP Paribas Arbitrage, SNC - France 15.51M 9.27% 15.51M FI France 2023-02-01
10 BDTP GP, LLC 14.29M 8.70% 14.29M 14.29M OO 2021-07-16
11 Byron D. Trott 14.29M 8.70% 14.29M 14.29M IN 2021-07-16
12 BDT Capital Partners, LLC 14.03M 8.60% 14.03M 14.03M IA, OO 2021-07-16
13 BDTCP GP II-A, L.P. 14.03M 8.60% 14.03M 14.03M PN 2021-07-16
14 BDTGP GP II, Co. 14.03M 8.60% 14.03M 14.03M CO 2021-07-16
15 Beech Shares Holdings, LLC 14.03M 8.60% 14.03M 14.03M OO 2021-07-16
16 Baron Capital Group, Inc.000000000 9.49M 5.63% 9.34M 9.49M HC, CO New York 2024-02-14
17 Ronald Baron000000000 9.49M 5.63% 9.34M 9.49M HC, IN New York 2024-02-14
18 BAMCO INC /NY/000000000 8.14M 4.83% 7.99M 8.14M IA, CO New York 2024-02-14
19 Baron Capital Management, Inc.000000000 1.35M 0.80% 1.35M 1.35M IA, CO New York 2024-02-14
20 BDT & Company Holdings, L.P. 257.2K 0.20% 257.2K 257.2K PN 2021-07-16
21 BDTCP Investments 2018, LLC 257.2K 0.20% 257.2K 257.2K OO 2021-07-16
22 Co 68.00 41.60% 68.03M 10.00 HC Luxembourg 2021-07-16

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
33
-153 vs prev Q
New positions
8
Closed positions
146
Increased
15
Reduced
11
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 2.01M +2.0M (+100.0%) 8.08B +8.1B (+100.0%) 1.17% +1.174 pp 3.97% +3.966 pp USD4.02 +0.0% 1 qtrs NEW
2 BNP PARIBAS ARBITRAGE, SNC 15.34M +2.8K (+0.0%) 61.67M +2.3M (+3.9%) 8.96% -0.017 pp 0.03% -0.004 pp USD9.92 -59.5% 5 qtrs
3 HSBC HOLDINGS PLC 7.08M +— (+0.0%) 28.49M +2.5M (+9.5%) 4.13% -0.009 pp 0.01% +0.000 pp USD14.10 -71.5% 18 qtrs
4 BANCO SANTANDER, S.A. 6.92M +— (+0.0%) 27.81M +1.0M (+3.9%) 4.04% -0.009 pp 0.21% -0.030 pp USD15.00 -73.2% 12 qtrs
5 BLACKROCK, INC. 6.20M +95.7K (+1.6%) 24.93M +1.3M (+5.5%) 3.62% +0.048 pp 0.00% +0.000 pp USD10.60 -62.1% 6 qtrs
6 VANGUARD GROUP INC 5.11M -145.9K (-2.8%) 20.54M +201.9K (+1.0%) 2.99% -0.092 pp 0.00% +0.000 pp USD13.30 -69.8% 18 qtrs
7 DIMENSIONAL FUND ADVISORS LP 4.40M -931.5K (-17.5%) 17.68M -2.9M (-14.3%) 2.57% -0.551 pp 0.00% -0.001 pp USD11.02 -63.5% 14 qtrs
8 FEDERATED HERMES, INC. 3.57M +1.1M (+42.4%) 14.33M +4.6M (+47.9%) 2.08% +0.617 pp 0.02% +0.007 pp USD4.03 -0.2% 4 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 2.23M +153.6K (+7.4%) 8.97M +930.0K (+11.6%) 1.30% +0.087 pp 0.00% +0.000 pp USD12.30 -67.3% 18 qtrs
10 MARSHALL WACE, LLP 2.16M -859.8K (-28.4%) 8.70M -3.0M (-25.7%) 1.26% -0.506 pp 0.01% -0.004 pp USD3.87 +3.9% 2 qtrs
11 GOLDMAN SACHS GROUP INC 1.97M -277.4K (-12.4%) 7.91M -778.4K (-9.0%) 1.15% -0.165 pp 0.00% 0.000 pp USD5.22 -23.0% 17 qtrs
12 MORGAN STANLEY 1.96M +646.9K (+49.4%) 7.87M +2.8M (+55.2%) 1.14% +0.376 pp 0.00% +0.000 pp USD6.01 -33.1% 18 qtrs
13 STATE STREET CORP 1.91M +979.0 (+0.1%) 7.67M +290.2K (+3.9%) 1.12% -0.002 pp 0.00% +0.000 pp USD14.19 -71.7% 18 qtrs
14 BALYASNY ASSET MANAGEMENT L.P. 1.84M -952.6K (-34.1%) 7.41M -3.4M (-31.5%) 1.08% -0.560 pp 0.01% -0.004 pp USD3.69 +8.9% 3 qtrs
15 JANE STREET GROUP, LLC 1.61M +730.5K (+82.7%) 6.49M +3.1M (+89.8%) 0.94% +0.426 pp 0.00% +0.001 pp USD3.94 +2.0% 17 qtrs
16 TUDOR INVESTMENT CORP ET AL 1.03M +1.0M (+100.0%) 4.14M +4.1M (+100.0%) 0.60% +0.601 pp 0.01% +0.008 pp USD4.02 +0.0% 1 qtrs NEW
17 1.01M +1.0M (+100.0%) 4.06M +4.1M (+100.0%) 0.59% +0.589 pp 2.25% +2.253 pp USD4.02 +0.0% 1 qtrs NEW
18 POINT72 ASSET MANAGEMENT, L.P. 993.0K +993.0K (+100.0%) 3.99M +4.0M (+100.0%) 0.58% +0.580 pp 0.00% +0.005 pp USD4.02 +0.0% 8 qtrs
19 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 830.9K +— (+0.0%) 3.34M +124.6K (+3.9%) 0.49% -0.001 pp 0.05% +0.001 pp USD2.97 +35.4% 3 qtrs
20 D. E. SHAW & CO., INC. 820.6K +666.8K (+433.6%) 3.30M +2.7M (+454.3%) 0.48% +0.389 pp 0.00% +0.002 pp USD4.69 -14.3% 11 qtrs
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 768.3K +19.7K (+2.6%) 3.09M +191.4K (+6.6%) 0.45% +0.011 pp 0.00% +0.000 pp USD11.22 -64.2% 18 qtrs
22 CARTESIAN GROWTH CORP 748.7K +— (+0.0%) 3.01M +112.3K (+3.9%) 0.44% -0.001 pp 0.06% -0.003 pp USD11.56 -65.2% 9 qtrs
23 SG AMERICAS SECURITIES, LLC 715.9K -483.6K (-40.3%) 2.88M -1.8M (-38.0%) 0.42% -0.284 pp 0.00% -0.012 pp USD4.22 -4.7% 9 qtrs
24 NORTHERN TRUST CORP 683.9K -8.7K (-1.3%) 2.75M +68.9K (+2.6%) 0.40% -0.006 pp 0.00% +0.000 pp USD13.88 -71.0% 18 qtrs
25 ALPINVEST PARTNERS B.V. 632.0K +— (+0.0%) 2.54M +94.8K (+3.9%) 0.37% -0.001 pp 3.96% -2.180 pp USD14.00 -71.3% 18 qtrs
26 UBS GROUP AG 625.7K -558.2K (-47.1%) 2.52M -2.1M (-45.1%) 0.37% -0.328 pp 0.00% 0.000 pp USD7.00 -42.6% 18 qtrs
27 HRT FINANCIAL LP 555.2K +555.2K (+100.0%) 2.23M +2.2M (+100.0%) 0.32% +0.324 pp 0.01% +0.007 pp USD4.02 +0.0% 7 qtrs
28 INVESCO LTD. 462.0K +100.0K (+27.6%) 1.86M +456.2K (+32.6%) 0.27% +0.058 pp 0.00% +0.000 pp USD7.14 -43.7% 17 qtrs
29 CITADEL ADVISORS LLC 458.6K +32.8K (+7.7%) 1.84M +195.7K (+11.9%) 0.27% +0.019 pp 0.00% +0.000 pp USD5.56 -27.7% 18 qtrs
30 SQUAREPOINT OPS LLC 362.5K +233.5K (+181.0%) 1.46M +958.0K (+191.9%) 0.21% +0.136 pp 0.00% +0.001 pp USD3.80 +5.8% 10 qtrs
31 CARLYLE GROUP INC. 340.7K +— (+0.0%) 1.37M +51.1K (+3.9%) 0.20% 0.000 pp 0.01% -0.020 pp USD15.18 -73.5% 8 qtrs
32 WALLEYE TRADING LLC 335.9K +229.7K (+216.3%) 1.35M +939.3K (+228.5%) 0.20% +0.134 pp 0.00% +0.001 pp USD3.98 +1.0% 16 qtrs
33 PATHSTONE HOLDINGS, LLC 319.0K -1.5K (-0.5%) 1.28M +42.0K (+3.4%) 0.19% -0.001 pp 0.00% +0.000 pp USD4.69 -14.3% 4 qtrs
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 299.9K +247.5K (+472.3%) 1.21M +1.0M (+494.5%) 0.18% +0.145 pp 0.00% +0.000 pp USD4.55 -11.6% 18 qtrs
35 MILLENNIUM MANAGEMENT LLC 256.8K -454.2K (-63.9%) 1.03M -1.7M (-62.5%) 0.15% -0.266 pp 0.00% -0.001 pp USD4.02 +0.0% 8 qtrs
36 BANK OF NEW YORK MELLON CORP 236.3K -28.4K (-10.7%) 949.8K -74.5K (-7.3%) 0.14% -0.017 pp 0.00% +0.000 pp USD14.15 -71.6% 18 qtrs
37 BANK OF AMERICA CORP /DE/ 218.6K -108.1K (-33.1%) 878.7K -385.7K (-30.5%) 0.13% -0.064 pp 0.00% +0.000 pp USD7.01 -42.7% 18 qtrs
38 PARALLAX VOLATILITY ADVISERS, L.P. 201.0K +201.0K (+100.0%) 808.0K +808.0K (+100.0%) 0.12% +0.117 pp 0.00% +0.002 pp USD4.02 +0.0% 1 qtrs NEW
39 BARCLAYS PLC 196.3K +27.1K (+16.0%) 789.1K -1.0M (-56.6%) 0.11% +0.016 pp 0.00% 0.000 pp USD9.27 -56.6% 16 qtrs
40 GROUP ONE TRADING, L.P. 195.0K +13.2K (+7.3%) 784.1K +80.5K (+11.4%) 0.11% +0.008 pp 0.00% +0.000 pp USD3.91 +2.8% 4 qtrs
41 LIGHTHOUSE INVESTMENT PARTNERS, LLC 183.9K +183.9K (+100.0%) 739.4K +739.4K (+100.0%) 0.11% +0.108 pp 0.02% +0.022 pp USD4.02 +0.0% 1 qtrs NEW
42 SWISS NATIONAL BANK 182.1K +— (+0.0%) 732.0K +27.3K (+3.9%) 0.11% 0.000 pp 0.00% +0.000 pp USD16.19 -75.2% 17 qtrs
43 NUVEEN, LLC 165.6K +8.7K (+5.6%) 665.6K +58.6K (+9.7%) 0.10% +0.005 pp 0.00% +0.000 pp USD4.87 -17.5% 4 qtrs
44 UBS ASSET MANAGEMENT AMERICAS INC 151.0K +11.1K (+7.9%) 607.1K +65.7K (+12.1%) 0.09% +0.006 pp 0.00% +0.000 pp USD10.23 -60.7% 17 qtrs
45 CREATIVE PLANNING 149.9K +26.0K (+21.0%) 602.4K +123.2K (+25.7%) 0.09% +0.015 pp 0.00% +0.000 pp USD3.61 +11.4% 5 qtrs
46 TWO SIGMA INVESTMENTS, LP 132.6K +— (+0.0%) 533.1K +19.9K (+3.9%) 0.08% 0.000 pp 0.00% +0.000 pp USD3.87 +3.9% 2 qtrs
47 COUNTERPOINT MUTUAL FUNDS LLC 125.6K -115.8K (-48.0%) 505.0K -429.4K (-46.0%) 0.07% -0.068 pp 0.04% -0.036 pp USD3.42 +17.5% 3 qtrs
48 XTX TOPCO LTD 113.8K +67.2K (+144.3%) 457.4K +277.2K (+153.8%) 0.07% +0.039 pp 0.01% +0.003 pp USD3.84 +4.7% 5 qtrs
49 RHUMBLINE ADVISERS 103.5K -15.9K (-13.3%) 415.9K -45.9K (-9.9%) 0.06% -0.009 pp 0.00% +0.000 pp USD14.01 -71.3% 18 qtrs
50 GABELLI FUNDS LLC 103.0K -5.0K (-4.6%) 414.1K -3.9K (-0.9%) 0.06% -0.003 pp 0.00% +0.000 pp USD7.27 -44.7% 8 qtrs
51 IMC-CHICAGO, LLC 102.2K +34.4K (+50.7%) 410.9K +148.4K (+56.5%) 0.06% +0.020 pp 0.00% +0.000 pp USD7.63 -47.3% 6 qtrs
52 LEGAL & GENERAL GROUP PLC 99.5K -9.1K (-8.4%) 400.1K -20.6K (-4.9%) 0.06% -0.005 pp 0.00% +0.000 pp USD10.57 -62.0% 18 qtrs
53 BREVAN HOWARD CAPITAL MANAGEMENT LP 95.7K +59.4K (+163.4%) 384.7K +244.1K (+173.6%) 0.06% +0.035 pp 0.00% +0.004 pp USD3.96 +1.5% 5 qtrs
54 WELLS FARGO & COMPANY/MN 86.3K +27.9K (+47.9%) 347.0K +121.1K (+53.6%) 0.05% +0.016 pp 0.00% +0.000 pp USD7.05 -43.0% 18 qtrs
55 ALLIANCEBERNSTEIN L.P. 85.9K -31.3K (-26.7%) 345.2K -108.2K (-23.9%) 0.05% -0.018 pp 0.00% +0.000 pp USD11.66 -65.5% 16 qtrs
56 DEUTSCHE BANK AG\ 83.6K +3.6K (+4.5%) 336.1K +26.6K (+8.6%) 0.05% +0.002 pp 0.00% +0.000 pp USD10.86 -63.0% 18 qtrs
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 77.9K -80.0 (-0.1%) 313.0K +11.4K (+3.8%) 0.05% 0.000 pp 0.00% +0.000 pp USD16.31 -75.4% 18 qtrs
58 GAMCO INVESTORS, INC. ET AL 75.0K +— (+0.0%) 301.5K +11.3K (+3.9%) 0.04% 0.000 pp 0.00% +0.000 pp USD5.07 -20.7% 7 qtrs
59 MARINER, LLC 69.7K -9.4K (-11.9%) 280.1K -26.1K (-8.5%) 0.04% -0.006 pp 0.00% 0.000 pp USD3.88 +3.6% 4 qtrs
60 AQR CAPITAL MANAGEMENT LLC 69.1K +25.5K (+58.5%) 277.9K +109.1K (+64.7%) 0.04% +0.015 pp 0.00% +0.000 pp USD4.52 -11.1% 4 qtrs
61 SIGNATUREFD, LLC 67.6K -828.0 (-1.2%) 271.6K +6.9K (+2.6%) 0.04% -0.001 pp 0.00% +0.000 pp USD9.49 -57.6% 15 qtrs
62 FRANKLIN RESOURCES INC 62.5K +49.9K (+395.9%) 251.4K +202.6K (+415.1%) 0.04% +0.029 pp 0.00% +0.000 pp USD4.92 -18.3% 7 qtrs
63 JUMP FINANCIAL, LLC 53.6K +53.6K (+100.0%) 215.6K +215.6K (+100.0%) 0.03% +0.031 pp 0.00% +0.003 pp USD4.02 +0.0% 1 qtrs NEW
64 PRICE T ROWE ASSOCIATES INC /MD/ 47.7K +8.4K (+21.2%) 192.0K +39.0K (+25.5%) 0.03% +0.005 pp 0.00% +0.000 pp USD10.79 -62.7% 16 qtrs
65 MBL WEALTH, LLC 46.0K +— (+0.0%) 184.9K +6.9K (+3.9%) 0.03% 0.000 pp 0.01% -0.001 pp USD2.91 +38.1% 3 qtrs
66 ROCKEFELLER CAPITAL MANAGEMENT L.P. 45.8K +— (+0.0%) 184.0K +6.9K (+3.9%) 0.03% 0.000 pp 0.00% +0.000 pp USD3.87 +3.9% 2 qtrs
67 VERITION FUND MANAGEMENT LLC 44.8K -390.0 (-0.9%) 180.2K +5.2K (+3.0%) 0.03% 0.000 pp 0.00% +0.000 pp USD8.91 -54.9% 9 qtrs
68 JANUS HENDERSON GROUP PLC 38.9K +— (+0.0%) 156.7K +5.8K (+3.9%) 0.02% +0.000 pp 0.00% +0.000 pp USD13.15 -69.4% 16 qtrs
69 KLP KAPITALFORVALTNING AS 37.9K +— (+0.0%) 152.4K +5.7K (+3.9%) 0.02% +0.000 pp 0.00% +0.000 pp USD6.97 -42.3% 5 qtrs
70 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 36.7K +— (+0.0%) 147.5K +5.5K (+3.9%) 0.02% +0.000 pp 0.00% +0.000 pp USD10.50 -61.7% 17 qtrs
71 JPMORGAN CHASE & CO 34.0K -16.9K (-33.1%) 145.5K -51.3K (-26.1%) 0.02% -0.010 pp 0.00% +0.000 pp USD13.17 -69.5% 18 qtrs
72 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 35.8K -424.0 (-1.2%) 143.9K +3.7K (+2.7%) 0.02% 0.000 pp 0.00% +0.000 pp USD10.01 -59.8% 7 qtrs
73 METLIFE INVESTMENT MANAGEMENT, LLC 35.1K -12.5K (-26.2%) 141.2K -43.0K (-23.3%) 0.02% -0.007 pp 0.00% 0.000 pp USD14.25 -71.8% 18 qtrs
74 INTECH INVESTMENT MANAGEMENT LLC 33.4K -11.1K (-25.0%) 134.3K -38.1K (-22.1%) 0.02% -0.007 pp 0.00% 0.000 pp USD8.54 -52.9% 6 qtrs
75 NORTHROCK PARTNERS, LLC 32.3K +— (+0.0%) 129.7K +4.8K (+3.9%) 0.02% +0.000 pp 0.00% 0.000 pp USD3.87 +3.9% 2 qtrs
76 BANK OF MONTREAL /CAN/ 31.9K +14.1K (+79.1%) 128.1K +59.2K (+86.0%) 0.02% +0.008 pp 0.00% +0.000 pp USD3.54 +13.6% 3 qtrs
77 WALLEYE CAPITAL LLC 31.3K +3.7K (+13.4%) 125.8K +19.0K (+17.8%) 0.02% +0.002 pp 0.00% +0.000 pp USD6.09 -34.0% 6 qtrs
78 BLUESHIFT ASSET MANAGEMENT, LLC 29.2K +29.2K (+100.0%) 117.6K +117.6K (+100.0%) 0.02% +0.017 pp 0.03% +0.034 pp USD4.02 +0.0% 1 qtrs NEW
79 ARIZONA STATE RETIREMENT SYSTEM 25.8K -2.0K (-7.2%) 103.6K -3.8K (-3.6%) 0.02% -0.001 pp 0.00% +0.000 pp USD15.45 -74.0% 17 qtrs
80 OCCUDO QUANTITATIVE STRATEGIES LP 25.5K +25.5K (+100.0%) 102.6K +102.6K (+100.0%) 0.01% +0.015 pp 0.01% +0.007 pp USD4.02 +0.0% 4 qtrs
81 MANUFACTURERS LIFE INSURANCE COMPANY, THE 25.2K -4.0K (-13.7%) 101.5K -11.7K (-10.3%) 0.01% -0.002 pp 0.00% +0.000 pp USD13.93 -71.1% 18 qtrs
82 MAREX GROUP PLC 25.0K +15.0K (+150.0%) 100.5K +61.8K (+159.7%) 0.01% +0.009 pp 0.00% +0.000 pp USD3.96 +1.5% 2 qtrs
83 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 25.0K +— (+0.0%) 100.5K +3.8K (+3.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD10.21 -60.6% 11 qtrs
84 LOS ANGELES CAPITAL MANAGEMENT LLC 27.1K +— (+0.0%) 98.5K -6.5K (-6.2%) 0.02% +0.000 pp 0.00% +0.000 pp USD2.91 +38.1% 3 qtrs
85 GSA CAPITAL PARTNERS LLP 24.4K +24.4K (+100.0%) 98.0K +98.0K (+100.0%) 0.01% +0.014 pp 0.01% +0.008 pp USD4.02 +0.0% 1 qtrs NEW
86 BANCO BTG PACTUAL S.A. 24.3K +24.3K (+100.0%) 97.8K +97.8K (+100.0%) 0.01% +0.014 pp 0.02% +0.017 pp USD4.02 +0.0% 1 qtrs NEW
87 FMR LLC 23.5K +14.2K (+153.0%) 94.4K +58.5K (+162.8%) 0.01% +0.008 pp 0.00% +0.000 pp USD4.34 -7.4% 18 qtrs
88 ALPINE GLOBAL MANAGEMENT, LLC 23.0K +23.0K (+100.0%) 92.5K +92.5K (+100.0%) 0.01% +0.013 pp 0.02% +0.017 pp USD4.02 +0.0% 1 qtrs NEW
89 R SQUARED LTD 23.0K +8.8K (+61.7%) 92.4K +37.4K (+67.9%) 0.01% +0.005 pp 0.04% +0.020 pp USD3.48 +15.5% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 75 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Federated Hermes MDT Small Cap Core ETF FSCC 0.51% 845.3K 0.51%
2 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.05% 1.39M 0.34%
3 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.03% 473.5K 0.47%
4 U.S. Micro Cap Portfolio ETF DFMC 0.02% 1.55M 0.43%
5 iShares Russell 2000 Value ETF IWN 0.02% 2.56M 0.24%
6 Vanguard Consumer Discretionary ETF VCR 0.02% 1.12M 0.09%
7 Fidelity MSCI Consumer Discretionary Index ETF FDIS 0.02% 273.4K 0.08%
8 Vanguard Russell 2000 Value ETF VTWV 0.01% 182.0K 0.06%
9 State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USSC.L 0.01% 125.0K 0.30%
10 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 5.0K 0.39%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
3.00
Bullish
Buys
7
Sells
7
Shares acquired
6.91M
Shares disposed
45.7K
Cash buys
Cash sales
Net activity
+6,860,253
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-01 Charlesworth Josh Director / Officer F-InKind D Common Stock 7,569 3.94 29.8K 1,031,040 D
2026-04-02 Werneck Melissa Director 0 0.00 0
2026-04-02 Suess Lori M. Officer F-InKind D Common Stock 117 3.38 395.46 111,610 D
2026-04-02 Steele Nicola Officer F-InKind D Common Stock 164 3.38 554.32 320,071 D
2026-04-02 Shear David Chan Director 0 0.00 0
2026-04-02 Holder Alison Officer F-InKind D Common Stock 466 3.38 1.6K 326,073 D
2026-04-02 Esposito Joseph J Officer F-InKind D Common Stock 164 3.38 554.32 106,176 D
2026-04-02 Duvivier Raphael Officer F-InKind D Common Stock 714 3.38 2.4K 558,819 D
2026-04-02 Charlesworth Josh Director / Officer F-InKind D Common Stock 1,963 3.38 6.6K 1,038,609 D
2026-03-31 Suess Lori M. Officer Common Stock 0 0.00 111,727 D
2026-03-02 JAB Holdings B.V. 10% Owner J-Other A Cash-Settled Total Return Swap 6,895,120 0.00 6,895,120 D
2026-01-29 Zandhuis Terri Officer F-InKind D Common Stock 933 3.16 2.9K 683,522 D
2026-01-29 Steele Nicola Officer F-InKind D Common Stock 467 3.16 1.5K 320,235 D
2026-01-29 Holder Alison Officer A-Award A Common Stock 1,152 0.00 326,928 D
2026-01-29 Esposito Joseph J Officer F-InKind D Common Stock 234 3.16 739.44 106,340 D
2026-01-29 Duvivier Raphael Officer F-InKind D Common Stock 650 3.16 2.1K 559,533 D
2026-01-29 Charlesworth Josh Director / Officer F-InKind D Common Stock 983 3.16 3.1K 1,040,572 D
2026-01-16 Charlesworth Josh Director / Officer F-InKind D Common Stock 42,037 3.70 155.3K 1,038,100 D
2025-11-17 Steele Nicola Officer F-InKind D Common Stock 3,820 4.08 15.6K 319,320 D
2025-11-17 Holder Alison Officer F-InKind D Common Stock 2,547 4.08 10.4K 325,776 D
2025-11-17 Esposito Joseph J Officer F-InKind D Common Stock 1,274 4.08 5.2K 105,883 D
2025-11-17 Duvivier Raphael Officer F-InKind D Common Stock 3,982 4.08 16.2K 558,801 D
2025-11-11 Esposito Joseph J Officer S-Sale D Common Stock 2,641 4.28 11.3K 107,157 D
2025-10-01 Zandhuis Terri Officer F-InKind D Common Stock 7,639 3.87 29.6K 681,691 D
2025-10-01 Holder Alison Officer F-InKind D Common Stock 1,910 3.87 7.4K 223,884 D
2025-10-01 Esposito Joseph J Officer F-InKind D Common Stock 649 3.87 2.5K 109,798 D
2025-10-01 Duvivier Raphael Officer F-InKind D Common Stock 2,966 3.87 11.5K 562,783 D
2025-10-01 Charlesworth Josh Director / Officer F-InKind D Common Stock 9,549 3.87 37.0K 1,080,137 D
2025-09-15 Esposito Joseph J Officer Common Stock 0 0.00 90,447 D
2025-07-14 Zandhuis Terri Officer A-Award A Options (Right to Buy) 200,000 3.22 644.0K 200,000 D
2025-07-14 Yochem Angela Officer A-Award A Options (Right to Buy) 200,000 3.22 644.0K 200,000 D
2025-07-14 Steele Nicola Officer A-Award A Options (Right to Buy) 250,000 3.22 805.0K 250,000 D
2025-07-14 Holder Alison Officer A-Award A Common Stock 100,000 0.00 225,794 D
2025-07-14 Duvivier Raphael Officer A-Award A Options (Right to Buy) 300,000 3.22 966.0K 300,000 D
2025-07-14 Charlesworth Josh Director / Officer A-Award A Options (Right to Buy) 350,000 3.22 1.13M 350,000 D
2025-07-14 Adams Atiba Officer A-Award A Options (Right to Buy) 200,000 3.22 644.0K 200,000 D
2025-07-01 McBride Kelly P Officer A-Award A Common Stock 62,696 0.00 149,147 D
2025-07-01 Hees Bernardo Director A-Award A Common Stock 37,618 0.00 702,728 D
2025-07-01 Capel Patricia Director A-Award A Common Stock 37,618 0.00 91,747 D
2025-06-20 McBride Kelly P Officer F-InKind D Common Stock 4,767 2.67 12.7K 86,451 D
2025-06-17 von Bretten Gordon Director A-Award A Common Stock 47,795 0.00 47,795 D
2025-06-17 Sundaram Easwaran Director A-Award A Common Stock 47,795 0.00 47,795 D
2025-06-17 Pleuhs Gerhard W. Director A-Award A Common Stock 47,795 0.00 68,399 D
2025-06-17 Hees Bernardo Director A-Award A Common Stock 47,795 0.00 665,110 D
2025-06-17 Grismer Patrick J Director A-Award A Common Stock 47,795 0.00 47,795 D
2025-06-17 Deno David J. Director A-Award A Common Stock 47,795 0.00 151,511 D
2025-06-17 Capel Patricia Director A-Award A Common Stock 47,795 0.00 54,129 D
2025-06-17 Andrada Marissa Director A-Award A Common Stock 47,795 0.00 67,947 D
2025-06-12 JAB Holdings B.V. 10% Owner J-Other A Cash-Settled Total Return Swap 8,000,000 0.00 30,465,056 D
2025-05-16 Duvivier Raphael Officer F-InKind D Common Stock 7,812 3.21 25.1K 369,165 D
2025-05-01 Zandhuis Terri Officer F-InKind D Common Stock 3,820 4.10 15.7K 589,330 D
2025-05-01 Skena David Officer F-InKind D Common Stock 3,820 4.10 15.7K 577,194 D
2025-05-01 Charlesworth Josh Director / Officer F-InKind D Common Stock 7,638 4.10 31.3K 914,686 D
2025-04-23 JAB Indulgence B.V. 10% Owner J-Other D Option (obligation to sell) 1 4.32 4.32 4,166,670 D
2025-04-17 Holder Alison Officer F-InKind D Common Stock 1,408 4.47 6.3K 125,794 D
2025-04-04 Zandhuis Terri Officer F-InKind D Common Stock 5,204 4.47 23.3K 523,219 D
2025-04-04 Skena David Officer F-InKind D Common Stock 5,049 4.47 22.6K 493,601 D
2025-04-04 Duvivier Raphael Officer F-InKind D Common Stock 2,920 4.47 13.1K 307,046 D
2025-04-04 Charlesworth Josh Director / Officer F-InKind D Common Stock 5,943 4.47 26.6K 805,773 D
2025-03-03 Steele Nicola Officer Common Stock 0 0.00 58,278 D
2025-01-06 Holder Alison Officer Common Stock 0 0.00 80,581 D
2025-01-03 Riad Sherif Officer F-InKind D Common Stock 10,967 9.73 106.7K 60,994 D
2024-10-01 Zandhuis Terri Officer F-InKind D Common Stock 11,649 10.74 125.1K 528,423 D
2024-10-01 Spanjers Matthew Officer F-InKind D Common Stock 15,688 10.74 168.5K 755,015 D
2024-10-01 Skena David Officer F-InKind D Common Stock 9,414 10.74 101.1K 498,650 D
2024-10-01 Duvivier Raphael Officer F-InKind D Common Stock 3,011 10.74 32.3K 309,966 D
2024-10-01 Charlesworth Josh Director / Officer F-InKind D Common Stock 15,688 10.74 168.5K 878,102 D
2024-09-16 McBride Kelly P Officer S-Sale D Common Stock 16,488 12.13 200.0K 62,080
2024-09-12 Ashukian Jeremiah Officer A-Award A Common Stock 32,553 0.00 218,979
2024-08-16 Riad Sherif Officer F-InKind D Common Stock 4,949 10.93 54.1K 112,531
2024-08-12 JAB Holdings B.V. 10% Owner J-Other A Cash-Settled Total Return Swap 2,000,000 0.00 30,465,056
2024-08-10 JAB Holdings B.V. 10% Owner P-Purchase A Cash-Settled Total Return Swap 7,069,936 0.00 30,465,056
2024-07-25 Adams Atiba Officer A-Award A Common Stock 27,003 0.00 27,003
2024-06-25 Adams Atiba Officer 0 0.00 0
2024-06-18 Capel Patricia Director D Common Stock 0 0.00 6,334
2024-06-01 Tang Catherine Officer F-InKind D Common Stock 39,325 10.16 399.5K 171,992
2024-05-17 Duvivier Raphael Officer F-InKind D Common Stock 3,813 11.92 45.5K 312,977
2024-05-01 Zandhuis Terri Officer F-InKind D Common Stock 11,558 12.65 146.2K 540,072
2024-05-01 Tattersfield Michael J. Director F-InKind D Common Stock 131,582 12.65 1.66M 2,812,030
2024-05-01 Tang Catherine Officer F-InKind D Common Stock 11,558 12.65 146.2K 290,918
2024-05-01 Spanjers Matthew Officer F-InKind D Common Stock 29,586 12.65 374.3K 770,703
2024-05-01 Skena David Officer F-InKind D Common Stock 12,043 12.65 152.3K 508,064
2024-05-01 Charlesworth Josh Director / Officer F-InKind D Common Stock 33,459 12.65 423.3K 893,790
2024-04-11 Zandhuis Terri Officer A-Award A Common Stock 86,726 0.00 551,630
2024-04-11 Yochem Angela Officer A-Award A Common Stock 20,014 0.00 43,091
2024-04-11 Weese Michelle Director A-Award A Common Stock 6,672 0.00 25,809
2024-04-11 Telfer Philip Director A-Award A Common Stock 6,672 0.00 21,039
2024-04-11 Tattersfield Michael J. Director A-Award A Common Stock 6,672 0.00 2,943,612
2024-04-11 Spanjers Matthew Officer A-Award A Common Stock 25,017 0.00 800,289
2024-04-11 Skena David Officer A-Award A Common Stock 91,729 0.00 520,107
2024-04-11 Roberts Debbie Sharell Director A-Award A Common Stock 6,672 0.00 25,102
2024-04-11 Riad Sherif Officer A-Award A Common Stock 13,343 0.00 117,480
2024-04-11 Pleuhs Gerhard W. Director A-Award A Common Stock 6,672 0.00 20,604
2024-04-11 Michaels Paul S. Director A-Award A Common Stock 6,672 0.00 48,231
2024-04-11 McBride Kelly P Officer A-Award A Common Stock 8,339 0.00 78,568
2024-04-11 Lassala Javier Rancano Officer A-Award A Common Stock 20,014 0.00 165,866
2024-04-11 Goudet Olivier Director A-Award A Common Stock 17,012 0.00 109,250
2024-04-11 Duvivier Raphael Officer A-Award A Common Stock 20,014 0.00 316,790
2024-04-11 Deno David J. Director A-Award A Common Stock 6,672 0.00 103,716
2024-04-11 Charlesworth Josh Director / Officer A-Award A Common Stock 33,356 0.00 927,249
2024-04-11 Bell David Charles Director A-Award A Common Stock 6,672 0.00 84,837
2024-04-11 Ashukian Jeremiah Officer A-Award A Common Stock 25,017 0.00 186,426
2024-04-11 Andrada Marissa Director A-Award A Common Stock 6,672 0.00 20,152
2024-03-11 Tattersfield Michael J. Director S-Sale D Common Stock 100,000 12.82 1.28M 2,936,940
2024-03-06 Tattersfield Michael J. Director F-InKind D Common Stock 3,480 12.80 44.5K 3,036,940
2024-02-08 Tattersfield Michael J. Director A-Award A Common Stock 300,000 0.00 3,095,642
2024-01-01 Yochem Angela Officer D Common Stock 0 0.00 23,077
2024-01-01 Riad Sherif Officer D Common Stock 0 0.00 104,137
2024-01-01 Lassala Javier Rancano Officer D Common Stock 0 0.00 145,852
2023-11-20 Duvivier Raphael Officer F-InKind D Common Stock 20,779 13.04 271.0K 296,776
2023-11-01 Charlesworth Josh Officer A-Award A Common Stock 492,142 0.00 1,104,178
2023-09-29 Zandhuis Terri Officer F-InKind D Common Stock 7,791 12.39 96.5K 464,904
2023-09-29 Tattersfield Michael J. Director / Officer F-InKind D Common Stock 23,375 12.39 289.6K 2,798,886
2023-09-29 Spanjers Matthew Officer F-InKind D Common Stock 12,987 12.39 160.9K 775,272
2023-09-29 Skena David Officer F-InKind D Common Stock 11,794 12.39 146.1K 428,378
2023-09-29 Duvivier Raphael Officer F-InKind D Common Stock 3,370 12.39 41.8K 317,555
2023-09-08 Skena David Officer F-InKind D Common Stock 36,050 13.08 471.5K 440,172
2023-09-01 Zandhuis Terri Officer F-InKind D Common Stock 6,495 13.39 87.0K 472,695
2023-06-29 JAB Holdings B.V. 10% Owner P-Purchase A Cash-Settled Total Return Swap 6,895,120 0.00 23,395,120
2023-06-01 Spanjers Matthew Officer A-Award A Common Stock 127,960 0.00 788,259
2023-06-01 Duvivier Raphael Officer A-Award A Common Stock 95,970 0.00 320,925
2023-05-10 McBride Kelly P Officer D Common Stock 0 0.00 70,229
2023-05-09 Zandhuis Terri Officer A-Award A Common Stock 19,737 0.00 479,190
2023-05-09 Weese Michelle Director A-Award A Common Stock 6,579 0.00 19,137
2023-05-09 Telfer Philip Director A-Award A Common Stock 6,579 0.00 14,367
2023-05-09 Tattersfield Michael J. Director / Officer A-Award A Common Stock 32,895 0.00 2,822,261
2023-05-09 Tang Catherine Officer A-Award A Common Stock 19,737 0.00 302,476
2023-05-09 Spanjers Matthew Officer A-Award A Common Stock 24,672 0.00 660,299
2023-05-09 Skena David Officer A-Award A Common Stock 24,672 0.00 476,222
2023-05-09 Roberts Debbie Sharell Director A-Award A Common Stock 6,579 0.00 18,430
2023-05-09 Pruitt Joey Officer A-Award A Common Stock 7,310 0.00 121,092 D
2023-05-09 Pleuhs Gerhard W. Director A-Award A Common Stock 6,579 0.00 13,932
2023-05-09 Michaels Paul S. Director A-Award A Common Stock 6,579 0.00 41,559
2023-05-09 Lubomira Rochet Director A-Award A Common Stock 6,579 0.00 13,480
2023-05-09 Goudet Olivier Director A-Award A Common Stock 16,777 0.00 92,238
2023-05-09 Deno David J. Director A-Award A Common Stock 6,579 0.00 97,044
2023-05-09 Charlesworth Josh Officer A-Award A Common Stock 24,672 0.00 893,893
2023-05-09 Bell David Charles Director A-Award A Common Stock 6,579 0.00 78,165
2023-05-09 Ashukian Jeremiah Officer A-Award A Common Stock 24,672 0.00 161,409
2023-05-09 Andrada Marissa Director A-Award A Common Stock 6,579 0.00 13,480
2023-03-07 Goudet Olivier Director J-Other A Common Stock, par value $0.01 per share 697,892 13.68 9.55M 2,087,812
2023-02-08 Ashukian Jeremiah Officer A-Award A Options (Right to Buy) 423,729 12.45 5.28M 423,729
2023-01-19 Charlesworth Josh Officer A-Award A Common Stock 140,545 0.00 869,221
2023-01-09 Ashukian Jeremiah Officer 0 0.00 0
2022-12-16 JAB Holdings B.V. 10% Owner P-Purchase A Cash-Settled Total Return Swap 8,000,000 0.00 16,500,000
2022-11-17 Pruitt Joey Officer F-InKind D Common Stock 2,612 14.55 38.0K 105,558
2022-11-01 Zandhuis Terri Officer F-InKind D Common Stock 9,131 14.35 131.0K 459,453
2022-11-01 Tattersfield Michael J. Officer F-InKind D Common Stock 3,905 14.35 56.0K 2,830,718
2022-11-01 Spanjers Matthew Officer F-InKind D Common Stock 9,765 14.35 140.1K 635,627
2022-11-01 Pruitt Joey Officer F-InKind D Common Stock 1,522 14.35 21.8K 108,170
2022-11-01 Charlesworth Josh Officer F-InKind D Common Stock 22,436 14.35 322.0K 728,676
2022-10-15 Telfer Philip Director A-Award A Common Stock 7,788 0.00 7,788
2022-08-18 Tattersfield Michael J. Officer P-Purchase A Common Stock 30,000 12.61 378.2K 2,834,623
2022-06-30 Pleuhs Gerhard W. Director A-Award A Common Stock 7,353 0.00 7,353
2022-05-16 SKEHAN ANDREW G Officer F-InKind D Common Stock 54,766 14.44 790.8K 608,906
2022-05-16 Pruitt Joey Officer F-InKind D Common Stock 7,346 14.44 106.1K 109,692
2022-04-04 Zandhuis Terri Officer A-Award A Common Stock 27,605 0.00 468,584
2022-04-04 Weese Michelle Director A-Award A Common Stock 6,901 0.00 12,558
2022-04-04 Tattersfield Michael J. Officer A-Award A Common Stock 69,013 0.00 2,804,623
2022-04-04 Tang Catherine Officer A-Award A Common Stock 27,605 0.00 282,739
2022-04-04 Spanjers Matthew Officer A-Award A Common Stock 34,507 0.00 645,392
2022-04-04 Skena David Officer A-Award A Common Stock 27,605 0.00 451,550
2022-04-04 SKEHAN ANDREW G Officer A-Award A Common Stock 34,507 0.00 663,672
2022-04-04 Roberts Debbie Sharell Director A-Award A Common Stock 6,901 0.00 11,851
2022-04-04 Pruitt Joey Officer A-Award A Common Stock 10,352 0.00 117,038
2022-04-04 Michaels Paul S. Director A-Award A Common Stock 6,901 0.00 34,980
2022-04-04 Lubomira Rochet Director A-Award A Common Stock 6,901 0.00 6,901
2022-04-04 Goudet Olivier Director A-Award A Common Stock 17,598 0.00 752,451
2022-04-04 Dokmecioglu Ozan Director A-Award A Common Stock 6,901 0.00 149,378
2022-04-04 Deno David J. Director A-Award A Common Stock 6,901 0.00 90,465
2022-04-04 Charlesworth Josh Officer A-Award A Common Stock 34,507 0.00 751,112
2022-04-04 Capel Patricia Director A-Award A Common Stock 6,901 0.00 17,178
2022-04-04 Bell David Charles Director A-Award A Common Stock 6,901 0.00 71,586
2022-04-04 Andrada Marissa Director A-Award A Common Stock 6,901 0.00 6,901
2022-03-29 Lucresca SE Director P-Purchase A Cash-Settled Total Return Swap 2,000,000 14.43 28.86M 8,500,000
2022-03-15 Zandhuis Terri Officer F-InKind D Common Stock 27,483 14.18 389.7K 440,979
2022-03-10 Tattersfield Michael J. Officer P-Purchase A Common Stock 10,000 13.85 138.5K 2,735,610
2022-02-15 JAB Holdings B.V. 10% Owner P-Purchase A Cash-Settled Total Return Swap 6,500,000 0.00 6,500,000
2022-02-09 Andrada Marissa Director 0 0.00 0
2021-12-01 JAB Indulgence B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 34,914 14.25 497.5K 74,885,435
2021-11-30 JAB Indulgence B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 9,073 15.03 136.4K 74,585,435
2021-11-29 JAB Indulgence B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 225,000 15.41 3.47M 74,310,752
2021-11-26 JAB Indulgence B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 263,950 15.27 4.03M 74,085,752
2021-11-24 JAB Indulgence B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 67,341 15.41 1.04M 73,821,802
2021-11-23 JAB Indulgence B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 263,900 14.47 3.82M 73,631,802
2021-11-22 JAB Indulgence B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 263,900 14.12 3.73M 73,367,902
2021-11-19 JAB Indulgence B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 223,988 13.83 3.10M 73,104,002
2021-11-18 JAB Indulgence B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 209,755 14.07 2.95M 72,848,069
2021-11-17 JAB Indulgence B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 238,841 14.79 3.53M 72,638,314
2021-11-16 JAB Indulgence B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 241,700 14.65 3.54M 72,399,473
2021-11-15 JAB Indulgence B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 232,749 14.44 3.36M 72,157,773
2021-11-12 JAB Indulgence B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 178,000 14.56 2.59M 71,925,024
2021-11-11 Tattersfield Michael J. Director / Officer P-Purchase A Common Stock 40,000 13.86 554.4K 2,705,610
2021-11-11 JAB Indulgence B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 88,000 14.25 1.25M 71,747,024
2021-11-11 Goudet Olivier Director P-Purchase A Common Stock 50,000 13.86 693.2K 734,853
2021-09-10 JAB Holdings B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 373,889 16.05 6.00M 9,516,291
2021-09-09 JAB Holdings B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 209,084 15.84 3.31M 9,142,402
2021-09-08 JAB Holdings B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 317,292 15.21 4.82M 8,933,318
2021-09-07 JAB Holdings B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 376,067 15.27 5.74M 8,609,743
2021-09-03 JAB Holdings B.V. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 360,284 16.28 5.87M 8,230,776

Executive team

Top executives
EBIT / Employee
-22.8K
Shares Outstanding
172.20M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Joshua Charlesworth President & Chief Executive Officer 1.00M 2.12M 553.0K 16.1K 3.69M 72.49%
2 2025 Raphael Duvivier Chief Financial Officer 572.2K 1.71M 474.0K 50.5K 2.81M 77.85%
3 2025 Nicola Steele Chief Operating Officer 382.7K 1.60M 395.0K 23.2K 187.0K 2.59M 77.12%
4 2025 Alison Holder Chief Brand & Product Officer 408.2K 1.44M 316.0K 15.5K 2.18M 80.59%
5 2025 Theresa Zandhuis Former Chief People Officer 550.0K 1.24M 316.0K 16.1K 2.12M 73.36%
6 2025 Jeremiah Ashukian Former Chief Financial Officer 362.5K 748.3K 14.3K 1.13M 66.51%
7 2024 Joshua Charlesworth President & Chief Executive Officer 999.0K 1.00M 511.4K 2.51M 39.83%
8 2024 Joshua Charlesworth, President Chief Executive Officer 999.0K 1.00M 511.4K 2.51M 39.83%
9 2024 David Skena, Chief Growth Officer 600.0K 1.75M 140.0K 2.49M 70.28%
10 2024 Theresa Zandhuis Former Chief People Officer 550.0K 1.60M 17.8K 2.17M 73.81%
11 2024 Theresa Zandhuis, Chief People Officer 550.0K 1.60M 17.8K 2.17M 73.81%
12 2024 Jeremiah Ashukian, EVP Chief Financial Officer 650.0K 1.13M 2.5K 1.78M 63.29%
13 2024 Jeremiah Ashukian Former Chief Financial Officer 650.0K 1.13M 2.5K 1.78M 63.29%
14 2024 Raphael Duvivier Chief Financial Officer 424.8K 600.0K 461.8K 1.49M 40.36%
15 2024 Matthew Spanjers, Former Chief Growth Officer President, International 600.0K 750.0K 16.0K 1.37M 54.91%
16 2023 Joshua Charlesworth President & Chief Executive Officer 944.9K 9.43M 874.0K 15.4K 11.26M 83.71%
17 2023 Joshua Charlesworth, President Chief Executive Officer 944.9K 9.43M 874.0K 15.4K 11.26M 83.71%
18 2023 Joshua Charlesworth, Global President and Chief Operating Officer; Chief Financial Officer (to 1/9/2023) 950.0K 9.43M 737.2K 2.2K 11.12M 84.80%
19 2023 Michael Tattersfield, President and Chief Executive Officer 1.10M 7.93M 1.17M 43.3K 10.24M 77.38%
20 2023 Jeremiah Ashukian, EVP Chief Financial Officer 625.0K 675.0K 2.45M 2.00M 584.9K 181.8K 6.52M 68.30%
21 2023 Jeremiah Ashukian Former Chief Financial Officer 625.0K 675.0K 2.45M 2.00M 584.9K 181.8K 6.52M 68.30%
22 2023 Jeremiah Ashukian, Chief Financial Officer (from 1/9/2023) 650.0K 675.0K 2.45M 2.00M 504.4K 181.8K 6.46M 68.88%
23 2023 Matthew Spanjers, Former Chief Growth Officer President, International 574.0K 2.75M 552.0K 15.4K 3.89M 70.67%
24 2023 Matthew Spanjers, Chief Growth Officer and President, International 600.0K 2.75M 465.6K 3.6K 3.82M 72.00%
25 2023 Raphael Duvivier, Chief Development Officer 413.3K 2.33M 293.2K 154.9K 3.19M 73.03%
26 2023 Raphael Duvivier Chief Financial Officer 385.3K 2.33M 299.8K 163.1K 3.18M 73.33%
27 2023 David Skena, Chief Growth Officer 600.0K 750.0K 552.0K 15.9K 1.92M 39.11%
28 2022 Michael Tattersfield, President and Chief Executive Officer 1.10M 1,000.0K 38.7K 2.14M 46.76%
29 2022 Joshua Charlesworth, Chief Financial Officer and Chief Operating Officer 860.0K 500.0K 14.4K 1.37M 36.38%
30 2022 Joshua Charlesworth, Global President and Chief Operating Officer; Chief Financial Officer (to 1/9/2023) 860.0K 500.0K 14.4K 1.37M 36.38%
31 2022 Joshua Charlesworth, President Chief Executive Officer 860.0K 500.0K 13.8K 1.37M 36.40%
32 2022 Andrew Skehan (Former President, U.S. Canada) 413.5K 135.0K 500.0K 15.5K 1.06M 47.00%
33 2022 Matthew Spanjers, Chief Growth Officer and President, International 525.0K 500.0K 14.4K 1.04M 48.11%
34 2022 Matthew Spanjers, Chief Growth Officer 525.0K 500.0K 14.4K 1.04M 48.11%
35 2022 Matthew Spanjers, Former Chief Growth Officer President, International 525.0K 500.0K 13.8K 1.04M 48.13%
36 2022 Dave Skena, Chief Brand Officer 561.7K 400.0K 14.9K 976.6K 40.96%
37 2022 David Skena, Chief Growth Officer 561.7K 400.0K 14.3K 976.0K 40.98%
38 2022 Catherine Tang, Chief Legal Officer and Corporate Secretary 500.0K 400.0K 60.5K 960.5K 41.64%
39 2021 Michael Tattersfield, President and Chief Executive Officer 1.00M 8.56M 7.58M 1.82M 4.58M 23.54M 68.57%
40 2021 Joshua Charlesworth, Chief Financial Officer and Chief Operating Officer 800.0K 2.52M 2.02M 960.0K 1.47M 7.76M 58.45%
41 2021 Joshua Charlesworth, Global President and Chief Operating Officer; Chief Financial Officer (to 1/9/2023) 800.0K 2.52M 2.02M 960.0K 1.47M 7.76M 58.45%
42 2021 Matthew Spanjers, Chief Growth Officer and President, International 525.0K 2.52M 2.02M 630.0K 1.38M 7.07M 64.17%
43 2021 Matthew Spanjers, Chief Growth Officer 525.0K 2.52M 2.02M 630.0K 1.38M 7.07M 64.17%
44 2021 Andrew Skehan, President, U.S. Canada 650.0K 260.0K 2.01M 1.52M 237.8K 4.68M 75.46%
45 2021 Andrew Skehan (Former President, U.S. Canada) 650.0K 260.0K 2.01M 1.52M 225.7K 4.67M 75.66%
46 2021 Catherine Tang, Chief Legal Officer and Corporate Secretary 500.0K 1.61M 1.01M 525.0K 273.1K 3.92M 66.87%
47 2020 Michael Tattersfield, President and Chief Executive Officer 1.00M 550.4K 1.10M 13.1K 2.66M 20.67%
48 2020 Joshua Charlesworth, Chief Financial Officer and Chief Operating Officer 800.0K 500.0K 640.0K 1.94M 25.77%
49 2020 Andrew Skehan, President, U.S. Canada 650.0K 500.0K 665.6K 11.4K 1.83M 27.37%
50 2020 Andrew Skehan (Former President, U.S. Canada) 650.0K 500.0K 665.6K 1.82M 27.54%
51 2020 Matthew Spanjers, Chief Growth Officer 525.0K 500.0K 420.0K 1.45M 34.60%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-07 DEFA14A
2026-04-27 DEFA14A
2026-04-27 DEF 14A
2025-04-28 DEFA14A
2025-04-28 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 DEFA14A
2026-05-07 8-K
2026-05-04 4
2026-04-27 DEFA14A
2026-04-27 DEF 14A
2026-04-27 ARS
2026-04-10 3
2026-04-10 3
2026-04-07 4/A
2026-04-06 8-K/A

Executive team

NameTitleCompensationGender
Joshua Charlesworth President, Chief Executive Officer & Director 1M male
Raphael Duvivier Chief Financial Officer 622.7K male
Nicola Steele Chief Operating Officer 592.9K female
Theresa Zandhuis Chief People Officer 567.8K female
Atiba D. Adams Chief Legal Officer & Corporate Secretary 560.5K male
Alison Holder Chief Brand & Product Officer 423.6K female
Eloise Hale Vice President of Global Corporate Communications female
Lori Suess Head of People & Culture female
Joseph J. Esposito Chief Accounting Officer male
Angela J. Yochem Chief Performance & Technology Officer female
Stephanie Daukus Vice President of Investor Relations female
ESG Rating
B
GROCERY STORES
2026
E (Environmental)
54.5 / 60.5
Company / Sector avg.
S (Social)
46.9 / 78.1
Company / Sector avg.
G (Governance)
65.9 / 64.2
Company / Sector avg.
ESG Total
55.7 / 67.6
Company / Sector avg.
ESG Score History GROCERY STORES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-03-17 2026-03-25 Tim Moore NC14 Sale $15,001 - $50,000
2026-02-12 2026-02-23 Tim Moore NC14 Purchase $1,001 - $15,000
2025-10-22 2025-11-12 Tim Moore NC14 Sale $50,001 - $100,000
2025-08-04 2025-09-04 Tim Moore NC14 Purchase $1,001 - $15,000
2025-08-01 2025-09-04 Tim Moore NC14 Purchase $1,001 - $15,000
2025-07-30 2025-08-05 Tim Moore NC14 Purchase $15,001 - $50,000
2025-07-29 2025-08-05 Tim Moore NC14 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits